New City Risk

WealthBuilders in San Diego, CA, led by dedicated and passionate Certified Financial Planner Eric Rodriguez, offers personalized financial planning and investment management services for working professionals experiencing life transitions and liquidity events. As a fee-only, fiduciary Registered Investment Advisor, Eric provides unbiased advice based on evidence and academic research to help clients grow their wealth and achieve their financial goals. With 18 years of experience in financial services, Eric specializes in Financial Life Planning, aligning clients' core values and goals to create customized Wealth Plans. His empathetic and clear communication style ensures clients receive the highest standard of financial planning services, guiding them towards financial security and future growth with a holistic approach that leaves no aspect of financial planning overlooked.Generated from the website

Trilogy Real Estate Management specializes in providing a diverse range of live-work lofts in Downtown San Diego, catering to both residents and businesses. Their portfolio includes notable properties like the Steele Lofts, Julian Building Lofts, and Pioneer Warehouse Lofts, offering unique living spaces that blend comfort and functionality. In addition to residential options, Trilogy also manages various commercial and retail properties throughout the area, including the Backesto Building and the Paris Building. With a commitment to quality and community, they aim to enhance urban living in San Diego. Generated from the website